The CRM Zen Show Episode 200 – I’ll CC You

Zoho News

Implementation of the Week

  • Google Analytics Integration with Zoho CRM
    • First, the client webforms were set up to capture the GoogleAnalytics Client ID upon form submission
    • Then, Google Analytics is synced with Zoho Analytics to get the data into the Zoho ecosystem. This provides Session IDs and Client IDs but not much specific data
    • Next, we built a custom scheduled function to grab additional session information via API using these Session and Client IDs
    • Lastly, we build a custom XML related list inside a CRM Contact record to display all of their website sessions (along with source information) directly on the record
    • This information can help a sales or support representative understand how this specific Contact is interacting with your website

Code Share of the Week

  • Client Script to Pre-fill Deal Name based on Account on creation
    • Client scripting runs in your browser, rather than inside the CRM itself. It can be used to pre-fill fields on the record creation screen, saving you time and keeping naming conventions consistent. Here is a script that can pre-fill a single line field (in this case Deal Name). This script would run on update of the Contact Field or Account Field.
  • Using Deluge sendmail function to automatically format your email into HTML
    • When using the sendmail function in Deluge you can hover next to the code line to reveal a pencil icon. When you click on this pencil a sidebar will expand that allows you to enter information for the email you would like to send.
  • Adding better return messages to your custom buttons
    • Custom buttons can do some amazingly powerful things, but a common issue you will run into is the end user complaining “I clicked the button, and it didn’t do what it was supposed to. Why?”. The answer is most often user error.
    • The solution to this is to identify every point in your code where bad/missing data will cause the overall function to fail, and add if statements + return messages to give a better user experience.

This Week’s Read

New On Zenatta

  • Zenatta Blogs

Application / Plug-In of the Week

  • Brett’s Favorite Pick From The Last 200 Episodes – LinkMatch
  • Tyler’s Favorite Pick From The Last 200 Episodes – Sortd

Tips and Tricks

Billy

Senior Web Developer

Billy is a Wordpress Developer with an eye for design. His knowledge will help our company website and client sites meet their goals. Billy and his young family have just moved to Ashland Oregon, and are looking forward to exploring the area’s amazing beer, wine, and food. He also has a passion for synthesizers and drum machines.

Lucas Sant'Anna

Developer

With a background in Operations Research and Data Analysis, Lucas is a Brazilian programmer that likes to get stuff done quickly and reliably. In previous jobs, he implemented industrial job scheduling, fleet management and detailed long-haul route optimization – among other data-driven processes – to reach objectives of increased profit and reduced wasted resources. His goal is to make Zoho fully automated and with more meaningful data for spot-on decisions.

.

.